Bilingual financial advisor (English-Spanish) Bilingual financial advisor (English-Spanish) - Talk of The Villages Florida

Bilingual financial advisor (English-Spanish)

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Old 12-28-2021, 12:47 PM
Foxtrot Foxtrot is offline
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Default Bilingual financial advisor (English-Spanish)

My wife's original language is Spanish, so I would like to find a trusted financial advisor who is also fluent in Spanish.

Any recommendations?

Thanks
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Old 12-28-2021, 01:22 PM
Dana1963 Dana1963 is offline
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Originally Posted by Foxtrot View Post
My wife's original language is Spanish, so I would like to find a trusted financial advisor who is also fluent in Spanish.

Any recommendations?

Thanks
I would call an investment company you would be familiar with to see if multilingual advisor is available
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Old 12-28-2021, 02:20 PM
Michael G. Michael G. is offline
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I learn Spanish once, but I didn't know what I was talking about.
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Old 12-28-2021, 08:06 PM
DAVES DAVES is offline
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Originally Posted by Foxtrot View Post
My wife's original language is Spanish, so I would like to find a trusted financial advisor who is also fluent in Spanish.

Any recommendations?

Thanks
Not sure how to read this post. I assume you are bi-lingual. You will be dealing with complex issues. You will be signing forms. Not sure if forms in Spanish would be binding.

A financial advisor? There are all kinds of people using that label. An important question is how are they PAID. Some will charge you a fee to advise you. Others are paid a commission on what they SELL you. Obviously those who are paid by commission will tend to steer you into products with higher commissions.

You may also need an attorney to draft a will etc.
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